Amplitude, Inc. · NASDAQ:AMPL

Amplitude — Q4 2024 Earnings Presentation

26 slides from Amplitude's earnings presentation, Feb 19, 2025

Slide 1: Q4 and Full Year 2024 Earnings Call
Q4 and Full Year 2024 Earnings Call 2:00 pm PST February 19, 2025
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying oral presentation have been prepared by Amplitude, Inc. (the “Company”). Certain statements in this presentation and the accompanying oral commentary are forward-looking statements. These statements relate to the Company’s financial outlook for the f
Slide 4: Q4 Financial Results Highlights
Q4 Financial Results Highlights REVENUE ANNUAL RECURRING REVENUE $78.1M $312M increased by 9% Y/Y Up $13 million from Q3 2024 NON-GAAP OPERATING INCOME CUSTOMERS >$100,000 ARR $0.2M 591 increased by 16% Y/Y © 2025 Amplitude, Inc. All Rights Reserved.
Slide 6: Amplitude Digital Analytics Platform
Amplitude Digital Analytics Platform Unified Experience | Unified Data Model | Unified & AI-Driven Workflows Digital Experience Web Feature Guides and Action Activation Experimentation Experimentation Surveys Insights Analytics Session Replay Data Systems & Sources Data Data Warehouse Governance Pri
Slide 9: Amplitude Integrations Made Easy
Amplitude INTEGRATIONS Made Easy & Amplitude Made Easy - on click > Big highlight on 40% increase in self-service sign ups. 40% increase in self-service sign-up © 2025 Amplitude Inc. All Rights Reserved.
Slide 13: GTM Focused on The Enterprise
GTM Focused on The Enterprise 67% 75% New land ARR* coming from Customers are only using multi-product deals one Amplitude product *largest targeted accounts © 2025 Amplitude Inc. All Rights Reserved.
Slide 20: Revenue and Customer Metrics
Revenue and Customer Metrics Q4 2024 Result $78.1M Revenue +9% Y/Y $312M Annual Recurring Revenue (ARR) +11% Y/Y 3,875 Total Paying Customers +42% Y/Y TTM Dollar-Based Net Retention Rate as of Dec. 31, 2024 97% Dollar-Based Net Retention Rate as of Dec. 31, 2024 100% © 2025 Amplitude, Inc. All Right
Slide 21: Non-GAAP Financial Results
Non-GAAP Financial Results* Q4 2024 Result Gross Margin 77.3% Operating Margin 0.3% $0.02 Net Income (Loss) Per Share, Diluted 135.7 million diluted shares Free Cash Flow Margin 2.0% * Unless otherwise noted, all metrics are Non-GAAP. Gross margin, operating margin and free cash flow margin are calc
Slide 22: Guidance
Guidance Q1 2025 FY 2025 $78.5 - $80.5M $324.8 - $330.8M Revenue 8% to 11% Y/Y +10% Y/Y at mid pt. Non-GAAP Operating Income (Loss) $(5.5) - $(3.5)M $(3.5) - $4.5M Non-GAAP Net Income (Loss) Per Share $(0.03) - $(0.01) $0.05 - $0.10 130.0M 142.1M Weighted Average Shares Outstanding basic shares dilu
Slide 24: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation (1) For the three and twelve months ended December 31, 2024 and for the three and twelve months ended December 31, 2023, the weighted average shares used in the GAAP per share calculation excludes 8.0 million shares, 8.1 million shares, 9.9 million shares, and 10.4 mi

Amplitude — Q4 2024 Earnings Presentation on 6ix

Amplitude — Q4 2024 Earnings Presentation

Slide 1: Q4 and Full Year 2024 Earnings Call

Slide 2: Disclaimer

Slide 3: Spenser Skates, CEO & Co-founder

Slide 4: Q4 Financial Results Highlights

Slide 5: 2025 Year of the Platform

Slide 6: Amplitude Digital Analytics Platform

Slide 7: Year of the Platform

Slide 8: Innovation is Accelerating

Slide 9: Amplitude Integrations Made Easy

Slide 10: Guides and Surveys

Slide 11: © 2025 Amplitude Inc. Amplitude Conﬁdential.

Slide 12: Spenser Skates, CEO & Co-founder

Slide 13: GTM Focused on The Enterprise

Slide 14: Q4 2024 Customer Highlights

Slide 15: Q4 2024 Customer Highlights

Slide 16: Spenser Skates, CEO & Co-founder

Slide 17: © 2025 Amplitude Inc. Amplitude All Rights Reserved.

Slide 18: Andrew Casey, CFO

Slide 19: Enterprise Focus, Platform Expansion, Growth + Leverage

Slide 20: Revenue and Customer Metrics

Slide 21: Non-GAAP Financial Results

Slide 22: Guidance

Slide 23: GAAP to Non-GAAP Reconciliation

Slide 24: GAAP to Non-GAAP Reconciliation

Slide 25: GAAP to Non-GAAP Reconciliation

Slide 26: GAAP Cash Flows from Operating Activities to Free Cash Flow